Valuations and Accounting Manager

Corient Services LLC; Miami (FL); On-site; USD 110,000 - 145,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Medical plans (4 options)

Dental, Vision & Life Insurance

Disability Insurance

Maternity & Parental Leave

FSA/HSA

Commuter Benefits

Employee Discounts

Training Reimbursement

Job summary

Corient is seeking a highly experienced Valuations Manager to lead purchase price accounting, valuations, and earn-outs within the Finance team. The role requires strong valuation knowledge, technical accounting expertise, and the ability to collaborate with M&A, Legal, FP&A, and operations to support the company’s acquisition strategy and broader accounting function.

The ideal candidate will oversee acquisition accounting, disclosure preparation, and external audit support, while partnering

Qualifications

• Strong knowledge of US GAAP and IFRS; ASC805 and IFRS3 familiarity.
• Experience with purchase price accounting and acquired intangibles.
• Understanding of various valuation approaches and models.

Responsibilities

• Lead purchase price accounting analyses for acquisitions under IFRS3/ASC805.
• Coordinate with valuation specialists and internal stakeholders.
• Prepare acquisition accounting documentation and schedules for reporting and audit.
• Monitor contingent consideration and earn-outs; assist with disclosures.
• Support quarterly/annual fair value assessments for acquisition-related liabilities.
• Collaborate with M&A, Legal, FP&A and operations throughout deals.

Skills

Valuation knowledge

IFRS/GAAP knowledge

Financial modeling

M&A experience

Data analysis

Cross-functional collaboration

Education

Bachelor's degree in Accounting/Finance

Tools

Excel

Valuation software

Job description

Join a team that values your ambition and empowers your growth At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about.

We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations.

We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you.

About the Role

We are seeking an experienced Valuations Manager to join our Corient Finance team. This role will be responsible for purchase price accounting, valuations, and earn-out arrangements and other transaction-related accounting matters. In addition, the role will provide technical accounting and financial reporting support across the organization, assisting with complex accounting issues, transaction accounting, and other strategic finance initiatives. The ideal candidate will possess strong valuation knowledge, technical accounting expertise, and the ability to collaborate across Finance, M&A, operational teams and external auditors to support the Company's acquisition strategy and broader accounting function.

Key Responsibilities

• Lead purchase price accounting analyses for acquisitions in accordance with IFRS3, including identification and valuation of acquired assets and liabilities.
• Coordinate with third-party valuation specialists and internal stakeholders to support acquisition accounting and valuation activities.
• Prepare and maintain acquisition accounting documentation, valuation models, and supporting schedules for financial reporting and audit purposes.
• Monitor, evaluate, and account for contingent consideration, earn-outs, seller notes, and other acquisition-related arrangements.
• Support quarterly and annual fair value assessments for acquisition-related liabilities and other valuation-sensitive accounts.
• Analyze and document technical accounting matters related to mergers, acquisitions, divestitures, and other strategic transactions.
• Partner with M&A, Legal, FP&A, and operational teams throughout the transaction lifecycle, from due diligence through post‑acquisition integration.
• Assist with preparing acquisition-related disclosures for quarterly and annual financial statements.
• Support external audit requests and coordinate with valuation specialists to ensure timely completion of financial reporting requirements.
• Develop and enhance processes, controls, and documentation related to acquisition accounting and valuation activities.
• Provide broader accounting support on complex transactions, technical accounting issues, and special projects as needed.

Requirements

• Strong knowledge of U.S. GAAP and IFRS, particularly ASC805 and IFRS3 (Business Combinations) and fair value accounting concepts.
• Experience preparing purchase price accounting analyses and accounting for acquired intangible assets, goodwill, and contingent consideration.
• Understanding of valuation methodologies, including discounted cash flow, market, and income approaches.
• Strong financial modeling and analytical skills with advanced proficiency in Excel.
• Experience working with external valuation specialists, auditors, and cross-functional stakeholders.
• Ability to research and document technical accounting conclusions.
• Familiarity with financial reporting requirements and acquisition-related disclosures.
• Experience in M&A environments, acquisition integration, or transaction-related accounting activities.

Preferred Soft Skills

• Strategic thinker with a problem‑solving mindset.
• Excellent communication and stakeholder management skills.
• Ability to influence cross‑functional teams and drive accountability.
• High attention to detail and strong documentation discipline.
• Comfortable working in fast‑paced, ambiguous environments.
• Ability to work both independently and in a team environment, shifting between the role of an individual contributor, team player and project manager.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field (CPA preferred).
• 7‑10 years of progressive experience in accounting, valuation, transaction advisory, audit, or financial reporting.
• Experience with purchase price accounting, business combinations, valuation support, or M&A‑related accounting required.
• Prior experience in wealth management, financial services, private equity‑backed organizations, or acquisitive growth environments highly desirable.

Job Details

• Location: Miami, FL
• Experience Level: 5–8 years
• Compensation: Competitive salary + performance‑based incentives

Physical Requirements

This position requires the physical capabilities to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer. Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible. This position may require the ability to lift up to 15 pounds. This position is required to work onsite 4 days per week.

U.S. Eligibility Requirements

Must be 18 years of age or older. Must have unrestricted work authorization to work in the United States. For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. Corient will require proof of work authorization. Corient participates in E‑Verify and will provide the federal government with your FormI‑9 information to confirm that you are authorized to work in the U.S. If E‑Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E‑Verify once you have accepted a job offer and completed the FormI‑9. Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non‑Disclosure Agreement, which require, among other things, post‑employment obligations relating to non‑solicitation, confidentiality, and non‑disclosure.

What You Can Expect from Us

Our dedication to the Employee Experience at Corient is aimed at supporting, empowering, and inspiring our talented team through:

• 401(k) Plan with Employer Matching
• Four Medical Plan options that is generously subsidized by Corient
• Employer paid Dental, Vision & Life and AD&D Insurance
• Employer paid Short‑term & Long‑term Disability Paid
• Maternity & Parental Leave Flexible Spending Accounts & Health Savings Accounts
• Dependent Care FSA
• Commuter & Transit FSA
• Corporate Discount Program - Perkspot Training Reimbursement Paid Professional Designations Giving back to the community - Volunteer days

Corient is the world’s largest multi‑family office and non‑bank wealth manager focused on serving ultra‑high‑ and high‑net‑worth clients. As the industry’s only global professional services partnership, we combine the personal service and objectivity of a boutique with the scale and resources of a global institution. Our partnership model fosters collaboration over competition, bringing together the collective expertise of Corient to each relationship to deliver a transparent, client‑first experience. As a fully integrated global firm, we deliver comprehensive solutions across investment management, wealth strategy and family office services to help clients simplify their lives, manage their wealth and establish lasting legacies. Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success. We are committed to fully utilizing the abilities of all our employees and expect each of our employees to honor this commitment in their daily responsibilities. We are an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law. This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice. Corient refers to the separate but affiliated entities under common control of Corient Holdings Inc. Client assets include all assets of Corient Holdings Inc., including majority‑and minority‑owned businesses. At Corient, we combine the personal service, creativity and objective advice of a boutique with the power of an exclusive network of best‑in‑class advisors, capabilities and solutions to create a profoundly different wealth experience. As fiduciaries, we always put our clients first and at the center of everything we do. We focus on exceeding expectations, simplifying lives and establishing legacies that last for generations.